Our client is a top rated independent valuation practice seeking an analysts for immediate start to join their portfolio securities team. This role will primarily perform valuations of various investment securities for hedge funds and other investment companies. Such securities consist of illiquid investments such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products and other unique securities.
Responsibilities:
Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
Gather and document pertinent data obtained through client interaction.
Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations.
Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
Assist in preparing formal client reports.
Requirements:
Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance.
2-5 years experience required. CFA / CPA a plus
Advanced, working knowledge of Excel and Word.
Strong oral and written communication skills and superior analytical capabilities are essential.
Self starter and ability to master new tasks quickly.
Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.
Strong work ethic and ability to work flexible hours around critical due dates.
Applicants must have unrestricted authorization to work for any employer in the U.S.
Location: Bucks County PA / NYC – Hybrid position
Salary: up to 120K plus generous quarterly profit-share and bonus
